Teams at Lazard

Territory lead for Private Wealth Management in WI and IL, owning distribution strategy and execution to meet sales targets. Build and maintain advisor relationships, deliver in-person presentations and portfolio reviews, close complex sales and secure platform placements, and mentor internal partners to optimize coverage and lead generation while representing the Lazard brand.

Territory-based senior distribution role selling Lazard investment solutions to RIAs across eight Midwest states. Owns territory strategy, builds long-term advisor relationships, conducts in-person portfolio reviews and technical presentations, closes complex sales, mentors internal partners, and drives net and gross asset growth.

Work on Telecom & Digital Infrastructure M&A and advisory engagements by building financial models, preparing client presentations, interacting with senior clients, managing deal processes, and mentoring analysts.